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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,853 | $100,033-67.2% | $149,716-78.1% | $70,124-53.2% |
| Participation rate | 59.0% | 83.6%-24.6pp | 87.1%-28.1pp | 69.5%-10.6pp |
| Annual return | 31.30% | 27.43%+3.9pp | 1501.67%-1470.4pp | 73.14%-41.8pp |
| Employer contribution / active EE | $1,846 | $3,661-49.6% | $5,444-66.1% | $2,342-21.2% |
| Participant deferral / active EE | $2,322 | $4,982-53.4% | $6,568-64.6% | $3,332-30.3% |
| Admin fee / account holder | $2,000 | $8,285-75.9% | $11,282-82.3% | $4,645-57.0% |